Telus
263 hedge funds and large institutions have $11.8B invested in Telus in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 111 increasing their positions, 83 reducing their positions, and 26 closing their positions.
125% more call options, than puts
Call options by funds: $41.2M | Put options by funds: $18.3M
36% more capital inflows, than outflows
Capital inflows: $699M | Capital outflows: $513M
34% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 83
0.75% more ownership
Funds ownership: 52.27% → 53.02% (+0.75%)
4% less funds holding
Funds holding: 273 → 263 (-10)
27% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 26
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$228M |
| 2 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$70.5M |
| 3 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$38.6M |
| 4 |
W.H. Reaves & Co
Jersey City,
New Jersey
|
+$35.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$147M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$91.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$42.4M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$38.4M |
| 5 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
-$15.9M |
TU Hedge Fund Activity: Q2 2019 in Review
263 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2019, worth a combined $11.8B — up 1.3% from $11.7B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of TU and 19 opened new positions — a net loss of 7 holders — while 83 trimmed existing stakes and 111 added.
The largest buyer was Royal Bank of Canada, adding an estimated $228M. The largest seller was Mackenzie Financial, cutting an estimated $147M.
- 263 institutional investors held Telus (TU) as of Q2 2019, down from 273 in Q1 2019.
- Funds reported $11.8B of Telus stock for Q2 2019, up 1.3% quarter-over-quarter.
- 19 funds opened new Telus positions in Q2 2019 and 26 closed out, a net change of -7 holders.
- The largest Telus buyer in Q2 2019 was Royal Bank of Canada, an estimated $228M added.
- The largest Telus seller in Q2 2019 was Mackenzie Financial, an estimated $147M sold.
Based on aggregated 13F filings for Q2 2019.